Laird Hepburn has been Manager/CCO of Business-Owner Strategies Group since September 2016, is a control person of the firm and directly owns under 5% of it.
Business-Owner Strategies Group, LLC is an Apex, NC firm with $135M under management, 272 clients and 6 advisers across 3 offices, as of its July 2026 filing.
Laird Hepburn is Managing Partner of BSG Advisers. Hepburn served on active duty in the Navy until 1995, worked with companies on operations and business performance from 1995 to 2008, and started a personal financial planning career in 2008. Hepburn founded BSG with Bobby Picha and works with business owners and families on investment and insurance solutions.
Laird Hepburn’s longest registration is the current one, 8 years at Business-Owner Strategies Group since 2018. Before joining Business-Owner Strategies Group in 2018, Laird Hepburn was registered through MML Investors Services, LLC and Axa Advisors, LLC.
- MML Investors Services, LLC– · 4 yearsRaleigh, NC · Adviser representative · Firm CRD 10409
- Axa Advisors, LLC– · 5 yearsResearch Triangle Park, NC · Adviser representative · Firm CRD 6627
Professional designations
Listed by Business-Owner Strategies Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Laird Hepburn is registered as an investment adviser representative in 10 states. The first approvals date from September 2018; the most recent is New York, in June 2025.
- AlabamaSince 2 November 2018
- CaliforniaSince 12 April 2022
- FloridaSince 19 September 2024
- KansasSince 4 June 2025
- MarylandSince 23 July 2024
- MississippiSince 5 May 2023
- New YorkSince 11 June 2025
- North CarolinaSince 26 September 2018
- TexasSince 10 April 2022
- VirginiaSince 15 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 May 2008 |
| Series 66 | Uniform Combined State Law Examination | 7 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Laird Wallace Hepburn
- CRD
- 5484767
- Firm
- Business-Owner Strategies Group · CRD 297243
- Role
- Manager/CCO
- Office
- 56 HUNTER STREET, SUITE 230, Apex, NC 27502
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bsgadvisers.com
Where does Laird Hepburn work?
Laird Hepburn has been Manager/CCO of Business-Owner Strategies Group, LLC since September 2016, and is a control person of the firm.
Is Laird Hepburn a financial advisor?
Yes. Laird Hepburn has a current investment-adviser registration in Alabama, California, Florida, Kansas, Maryland, Mississippi, New York, North Carolina, Texas and Virginia, through Business-Owner Strategies Group since September 2018.
How many years of experience does Laird Hepburn have?
Laird Hepburn has 18 years in the financial industry, since August 2008, across 3 adviser firms.
What exams has Laird Hepburn passed?
Laird Hepburn has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in March 2008. FINRA credited Laird Hepburn with the SIE, which began in October 2018.
Where did Laird Hepburn work before Business-Owner Strategies Group?
Before Business-Owner Strategies Group, Laird Hepburn was registered through MML Investors Services, LLC, March 2014 to August 2018; Axa Advisors, LLC, September 2008 to February 2014.
Where is Laird Hepburn based?
Laird Hepburn’s registered office is in Apex, NC.
Is Laird Hepburn registered with FINRA?
No. Laird Hepburn has no current broker registration.
Is Laird Hepburn a CFP?
Business-Owner Strategies Group lists Laird Hepburn with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Laird Hepburn’s record?
Search CRD 5484767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laird Hepburn’s full registration record.
